undamentalytics Newsletter

Willamette Valley Vineyards Inc insider trading

Every open-market purchase and sale by Willamette Valley Vineyards Inc's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Willamette Valley Vineyards Inc insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Willamette Valley Vineyards Inc’s insiders pay?

From November 27, 2013 to October 13, 2026, 11 insiders reported 12 open-market purchases and 46 sales not made under a pre-set plan in Willamette Valley Vineyards Inc. Twelve months after each purchase was reported, the shares were −13.8% against the S&P 500 on average (median −14.7%), over 6 purchases with a full year of prices; 33% beat the index. After sales, the shares moved −13.4% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on October 2, 2015 into $19,130 by November 2, 2026, +6.0% a year. It held shares 42% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $23,057 (+7.8% a year), and held throughout $46,405 (+14.9%).

$0$20.0k$40.0k 201520172019202120232025 $46.4k$23.1k$19.1k
Copying Willamette Valley Vineyards Inc's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Willamette Valley Vineyards Inc's insiders from October 2, 2015, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 42% of the time.
Willamette Valley Vineyards Inc: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Bernau James W President 5 −11.5% (3) 67% 24 −27.1% (24) November 24, 2025
Ellis James L Director 0 — — 15 +4.3% (15) May 26, 2016
Turel Stanley G Director 0 — — 4 −7.8% (4) May 20, 2021
Jones Delna L. Director 0 — — 2 −0.7% (2) October 9, 2014
Westing Heather Director 2 −18.0% (2) 0% 0 — August 29, 2018
Hazlett John Walter Chief Financial Officer 1 — — 0 — October 13, 2026
Osborn Michael Jordan Chief Executive Officer 1 — — 0 — October 5, 2026
Riccardi Chris 10% owner 0 — — 1 +2.7% (1) December 29, 2015
Rose Sarah Alice Director 1 — — 0 — January 13, 2025
Smith Craig Alan Director 1 −12.3% (1) 0% 0 — July 3, 2017
Voorhies Gregory William Director 1 — — 0 — October 5, 2026

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Willamette Valley Vineyards Inc

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Willamette Valley Vineyards Inc in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After 2 selling crowds, +14.9%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
December 31, 20153 selling−2.8%+14.7%+1.1%
November 28, 20143 selling+1.0%+15.2%+20.3%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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